Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,180 | $106,115-86.6% | $85,969-83.5% | $125,389-88.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 1.18% | 13.93%-12.8pp | 9.32%-8.1pp | 282.24%-281.1pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $842 | $4,859-82.7% | $3,829-78.0% | $5,352-84.3% |
| Admin fee / account holder | $266 | $8,144-96.7% | $6,053-95.6% | $9,541-97.2% |